In this session Zoe Fischer, a Principal Marketing Automation Consultant with Nebula Consulting in London talks about the newest generative AI features available in Account Engagement (Pardot) She walks through the the Einstein Assistant, how to write a clear prompt, and how to utilize Einstein Assistant in List Emails, Forms and Landing Pages. The post How to generate content with Einstein Assistant in Pardot appeared first on Pardot Geeks ..read more

In this live workshop we you learn about how Person Accounts work in Account Engagement. I talk about important things to know, pros and cons, and more.  The post How to work with Person Accounts in Pardot appeared first on Pardot Geeks ..read more

Being able to build lists is a critical skill for any email marketer.  In this live workshop I walk through more advanced list segmentation capabilities that are available in most Account Engagement (Pardot) orgs. The post How to build advanced segmentation lists in Pardot appeared first on Pardot Geeks ..read more

A lot of companies choose to use form handlers in Account Engagement (Pardot) instead of Account Engagement Forms. There are various reasons why it makes more sense for different use cases. However it is not without its own catches and blind spots. One of those blind spots is when you include a field in the form handler, and the field is not required on the hosted form. Let’s say an existing (and cookied) prospect visits a form that is connected to a Form Handler. That prospect has a fairly complete record in Account Engagement (name, company, email, phone, address). The form they visit inc ..read more

It’s easy to see in Salesforce when you need to know what Lead/Contact/Person Account’s first form completion was in Account Engagement (Pardot), and the date of that completion. Unfortunately that same data about the LAST form completed is not as readily available. Here’s a way to solve that problem. Step 1: Create a custom field on the Lead/Contact/Person Account object called “Last Form Completed” Step 2: Create a custom date field on the Lead/Contact/Person Account object called “Date of Last Form Completed.” Step 3: Create custom Prospect fields and call it “Last Form Completed” and ..read more

Do you need to create a report in Salesforce of Account Engagement (Pardot) Prospects who completed a form? It can be done! The only caveat is that data like “total submissions” will be aggregate form totals, not individual submissions. Hope this helps someone! The post How to build a Salesforce report on Pardot prospects who completed a form appeared first on Pardot Geeks ..read more

In this session, Mark Somers returns to share how to leverage custom objects and flow to automate Promotional or Referral codes in your Salesforce org. This allows you to create Custom Welcome Emails in Pardot, apply discounts, set Lead Sources, and more all through Salesforce Records, no code or metadata updates required! Promo Codes / Referral Codes explained (with sample use cases) Build walk through in Salesforce and Account Engagement Extended Use Cases The post How to build promo and referral code campaigns in Account Engagement (Pardot) appeared first on Pardot Geeks ..read more

Being able to report when a campaign member from a form completion in Account Engagement (Pardot) becomes related to an opportunity is important. But it’s not everything! It’s also important to know when that Lead or Contact who joined that campaign, then has post-campaign sales activities (call, email, meeting). Here’s how you can do that in Salesforce. Step 1: Create a Custom Report type. I called mine “Contacts w/Campaign History w/ Activities.” Structurally it is a report with Contacts (A) with at least one related record from Campaign History (B) with at least one related record from ..read more

One of the great things about Account Engagement (Pardot)’s native integration with Salesforce is the ability to build Pardot reports in Salesforce using data from Account Engagement. In this session I walk through the different kinds of reports that can be built in Salesforce using Pardot data. The post How to build Account Engagement (Pardot) reports in Salesforce appeared first on Pardot Geeks ..read more

Account Engagement (Pardot) enables marketing teams to build scoring categories around specific products and more. Pardot scoring categories are helpful to both marketing and sales teams. In this session I walk through the steps required to build scoring categories and use them in both Account Engagement and Salesforce. The post How to build scoring categories in Account Engagement (Pardot) appeared first on Pardot Geeks ..read more